beta-one

What The NHTSA Probe Really Means For Tesla's Autonomy Timeline

Reading through the bull/bear case on $Oracle(ORCL.US) . Bears say $50B raise destroys balance sheet, OpenAI dependency risky, margins contracting . Bulls say EPS doubles by 2030, AI cloud demand insatiable, Bernstein stress test limits downside . Who's right?

Wells Fargo just upgraded $Alphabet - C(GOOG.US)  to Overweight, new target $387. Their thesis: "Capacity is king." Google expanding compute capacity from 15GW to 35GW by 2028, widening lead over hyperscaler peers. Cloud revenue estimates raised to 60% growth in 2026 . Stock at $315. Market sleeping on capacity advantage. 🏭

Reading The Tesla Tape After The SpaceX Debut

$Intel(INTC.US) bye, just shorted hahahaa

for anyone who likes the memory story but cant stomach single stock swings, the roundhill memory etf basically bundles micron sndk sk hynix and samsung into one ticker. spreads the earnings risk across the whole complex instead of betting on one print

$ASML(ASML.US) premarket jump 6% just because of TSM's results?

$BitMine Immersion Tech(BMNR.US) Liquidity is insane for a crypto stock.

Different focus. AMD's strength is in high-performance CPUs/GPUs for servers, INTC in PC and foundry.

AAPL vs AMZN: AMZN surges 3.38% while AAPL falls—sector rotation is real here

$Coinbase(COIN.US) BTC rally to $100K fueling exchange volumes? 